Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2023. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-300- 1.54% |
$12.1K - $14.1K
|
19.1K
$1.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-300- 0.62% |
$12.1K - $14.1K
|
47.9K
$3.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-300- 3.5% |
$12.1K - $14.1K
|
8.26K
$651K
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-305- 3.92% |
$12.3K - $14.4K
|
7.47K
$589K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-305- 3.34% |
$12.3K - $14.4K
|
8.84K
$696K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-319- 0.13% |
$12.9K - $15K
|
253K
$19.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-319- 4.51% |
$12.9K - $15K
|
6.76K
$532K
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-325- 1.39% |
$13.1K - $15.3K
|
23K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-325- 35.87% |
$13.1K - $15.3K
|
581
$45.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-327- 2.29% |
$13.2K - $15.4K
|
13.9K
$1.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-336- 5.28% |
$13.6K - $15.8K
|
6.03K
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-342- 3.56% |
$13.8K - $16.1K
|
9.28K
$731K
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-344- 0.92% |
$13.9K - $16.2K
|
36.9K
$2.91M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-344- 3.16% |
$13.9K - $16.2K
|
10.5K
$831K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-345- 2.66% |
$13.9K - $16.3K
|
12.6K
$997K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-357- 0.98% |
$14.4K - $16.8K
|
36K
$2.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-359- 0.86% |
$14.5K - $16.9K
|
41.3K
$3.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-364- 3.86% |
$14.7K - $17.2K
|
9.08K
$715K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
SELL
|
- |
-365- 2.7% |
$14.8K - $17.2K
|
13.2K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-369- 2.76% |
$14.9K - $17.4K
|
13K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-370- 4.89% |
$15K - $17.4K
|
7.2K
$568K
|
|
|
Oct 27, 2023
Q3 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-372- 1.14% |
$15K - $17.5K
|
32.4K
$2.55M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-375- 1.09% |
$15.2K - $17.7K
|
34.2K
$2.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-380- 0.31% |
$15.4K - $17.9K
|
122K
$9.61M
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-381- 1.11% |
$15.4K - $18K
|
34.1K
$2.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-386- 1.91% |
$15.6K - $18.2K
|
19.8K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-386- 4.87% |
$15.6K - $18.2K
|
7.54K
$594K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-387- 19.91% |
$15.6K - $18.2K
|
1.56K
$123K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-389- 6.96% |
$15.7K - $18.3K
|
5.2K
$410K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-392- 13.19% |
$15.8K - $18.5K
|
2.58K
$203K
|
|
|
Dec 09, 2024
Q3 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-392- 0.05% |
$15.8K - $18.5K
|
792K
$62.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-393- 2.87% |
$15.9K - $18.5K
|
13.3K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-398- 3.48% |
$16.1K - $18.8K
|
11.1K
$871K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-400- 4.94% |
$16.2K - $18.9K
|
7.7K
$607K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-400- 80.0% |
$16.2K - $18.9K
|
100
$7.88K
|
|
|
Nov 14, 2024
Q3 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-400- 4.25% |
$16.2K - $18.9K
|
9.01K
$710K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-410- 2.29% |
$16.6K - $19.3K
|
17.5K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-414- 2.23% |
$16.7K - $19.5K
|
18.1K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-417- 3.59% |
$16.9K - $19.7K
|
11.2K
$882K
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-420- 18.92% |
$17K - $19.8K
|
1.8K
$142K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-421- 8.81% |
$17K - $19.8K
|
4.36K
$343K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-425- 1.22% |
$17.2K - $20K
|
34.3K
$2.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-425- 0.47% |
$17.2K - $20K
|
89.2K
$7.03M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-439- 6.79% |
$17.7K - $20.7K
|
6.02K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-439- 5.52% |
$17.7K - $20.7K
|
7.52K
$592K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-440- 2.39% |
$17.8K - $20.7K
|
18K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-440- 3.92% |
$17.8K - $20.7K
|
10.8K
$849K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-446- 1.71% |
$18K - $21K
|
25.7K
$2.02M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-450- 2.32% |
$18.2K - $21.2K
|
19K
$1.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-452- 1.69% |
$18.3K - $21.3K
|
26.4K
$2.08M
|